HUSV vs IZRL
First Trust Horizon Managed Volatility Domestic ETF vs ARK Israel Innovative Technology ETF
Quick Verdict
IZRL has a lower expense ratio. IZRL delivered stronger 1-year returns. HUSV offers more diversification with 101 holdings.
Side-by-Side Comparison
| Metric | HUSV | IZRL | Winner |
|---|---|---|---|
| Expense Ratio | 0.70% | 0.49% | |
| AUM | $74M | $142M | |
| Dividend Yield | 1.37% | 2.55% | |
| Holdings | 101 | 63 | |
| YTD Return | +7.92% | -1.29% | |
| 1Y Return | +5.19% | +13.22% | |
| 3Y Return (annualized) | +9.65% | +15.22% | |
| 5Y Return (annualized) | +5.95% | -0.14% | |
| Volatility (annualized) | 13.2% | 23.5% | |
| Max Drawdown | -35.7% | -60.0% | |
| Fund Family | First Trust Portfolios (US) | Ark Invest | |
| Category | Equity | Equity | |
| Inception | Aug 24, 2016 | Dec 4, 2017 |
HUSV vs IZRL Performance
First Trust Horizon Managed Volatility Domestic ETF (HUSV) is a ETF from First Trust Portfolios (US) and ARK Israel Innovative Technology ETF (IZRL) is a ETF from Ark Invest. Over the past year HUSV returned +5.19% while IZRL returned +13.22%. Year to date, HUSV is up 7.92% versus a loss of 1.29% for IZRL.
Over three years, HUSV compounded at +9.65% per year against +15.22% for IZRL; over five years the annualized figures are +5.95% and -0.14% respectively. Across the full 9-year window we track, HUSV has the edge at +8.44% annualized vs +5.32%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
IZRL has been the more volatile fund, with annualized monthly volatility of 23.5% compared with 13.2% for HUSV. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -35.7% for HUSV and -60.0% for IZRL. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.57. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
HUSV charges 0.70% per year while IZRL charges 0.49%. On a $10,000 position that is $70 vs $49 annually, a gap of $21 per year that compounds over a long holding period. On income, HUSV currently yields 1.37% against 2.55% for IZRL.
Holdings Overlap
HUSV and IZRL share 0 holdings out of 167 unique holdings combined, representing a 0.0% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, HUSV or IZRL?
HUSV has an expense ratio of 0.70% while IZRL charges 0.49%. IZRL is the cheaper option. On a $10,000 investment, that is $21 per year of difference.
Which performed better, HUSV or IZRL?
Over the past year HUSV returned +5.19% vs +13.22% for IZRL, so IZRL leads on 1-year performance. Over the longest common window we track (9 years), HUSV annualized +8.44% vs +5.32% for IZRL. Past performance does not guarantee future results.
Which is riskier, HUSV or IZRL?
IZRL has been the more volatile fund at 23.5% annualized versus 13.2% for HUSV. Worst drawdown: HUSV -35.7% vs IZRL -60.0%.
Should I hold both HUSV and IZRL?
HUSV and IZRL have a monthly-return correlation of 0.57, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between HUSV and IZRL?
HUSV and IZRL share 0 common holdings with a 0.0% weight overlap. Combined, they hold 167 unique securities.
Which pays a higher dividend, HUSV or IZRL?
HUSV yields 1.37% while IZRL yields 2.55%, so IZRL currently pays the higher dividend yield.
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